Investment Q&A

Q: If Canada adopts nationwide single-payer pharmacare, as the Liberal government says it will study before the next election, what would be the effect on insurers like Manulife and Sun Life?

Q: Hi Peter and Team
I am retired and have only "passive" income in my company investment portfolio but hold an overweight in financials (>35%) such as GWO
With the new budget proposals, I am considering reducing my high dividend financials and purchasing non dividend companies that have a better growth profile, especially after last month's downturn.
Can you suggest 3 positions that I might consider after trimming the positions in my banks and financials??
Your advice as always appreciated
Peter

Q: i have roughly more than 100 thousand investment room in rrsp resp and TFSA. i am thinking buy some reit or stock?

pls help me>

appreciate.

Q: Good afternoon,
I am down 23% on GUD; down 9% on STN;and down 4% on BNS in my TFSA. I am ok with SLF and T. I have $7000 to add. Should I strengthen the laggards or where would you add..1 or 2 names??? Long term horizon.
Should I add another name?

Q: I plan on buying a half position in each of the companies in question (WSP, OTEX, SLF, CCL.B & SJ) Could you tell if they should be in my taxable account or TFSA?
Thank You, Jim

Q: Please comment on earnings. Thanks.

Q: Greetings,

I have some cash that I am planning on adding to my financial sector weightings - given the 20% fewer mortgages currently being written by the big banks, I suspect this will have some impact to their overall results. Given this and the insurers being cheaper right now, where would you add - the insurers or the banks.

Q: Good morning Team 5i,
It looks like a good market correction this week.
What would be your top 5 picks be ( for a 1 to 2 year hold ) over the next few days ?

Thanks
Paul

Q: I have a reasonable balance of these stocks in my TFSA. With the pullback, should I add to a laggard or introduce a new one? Open to ETF as well. Long term.
Have great weekend.
Paul

Q: My 20year old son has at least 2years of school left and has enough summer income and RESP to cover those years. He has been slowly building a portfolio that mirrors your balanced portfolio. With the take over of AVO his tech weightings are now 33% ( youth seems more comfortable with tech!). I am encouraging him to rebalance. Which do you think has the best 2+ year outlook. ATD.B, SLF, WSP or SJ on the recent pullback. Thank you for all your suggestions, this is a fun kind of “problem” to have!

Q: hi 5i, as a retired couple with your income portfolio, 10% cash and our largest 5 positions above pulling back between 4% and 8% in the last 2 weeks, is now or soon a good time to deploy 5% cash? if so should we add to your income portfolio or add to the above stocks and in what order, best to last or wait for a bottom to form. Thanks so much for your reply. Peter

Q: Good Day Please rate in order for dividend safety, dividend growth and stock growth. I have no life insurers in my portfolio. Looking for an 8 year hold

Q: I would like your opinion as to whether you like SLF over FLI for exposure to insurance, FLI being somewhat diversified in Canada and the US? Do they hedge their US exposure?

Q: Hi 5i:
I have too many finance stocks in my RIF account and would appreciate your advice on how to reduce. I want to maintain some US banking exposure, but otherwise I am open to your suggestions I have: RY; SLF; JPM; BAC; V. Thanks Roland

Q: Hi,
I live in Ontario and we have private medical benefits through my husbands employer that cover 80% (to a limit) of our medication costs. I recently refilled my son's asthma inhalers. The government covered the entire cost and our private coverage (which we pay a portion for) now pays nothing. The government / tax payer now pays the entire amount and private insurance now pays nothing even when the customer has coverage. Do you think this will have a significant impact on any health insurance share prices/earnings? If so what companies would benefit the most by having a large client base in Ontario?
Thanks,
Kerri

Q: Hi, I own the above companies mainly for income and some growth. Would these be negatively impacted by rising interest rates and if so, would a switch to BNS or SLF be warranted.

Thanks

Q: What 5i stocks (portfolio and rated/covered) are making new highs these days?
Cheers

Q: I am concerned about rising interest rates and the recent performance of utility stocks. Should I sell my Fortis and BEP shares and add to my position in SLF ? Is it possible that the affects of rising rates are already priced into these utility stocks ?

Q: I am fairly new at this and of the companies mentioned above I want to set up a Dividend portfolio using 3 to 4 of them. Suggestions would be very much appreciated as I am not well schooled in this area.
Thank you

Q: Hi,
I am a big believer in the benefits of holding shares of solid companies with DRIP and SPP plans. As such, for part of our investment portfolio, we currently hold BNS, BMO, FTS, and SU in these direct registered plans. I would like to add other companies to these, with a 10-15 year holding period. Looking for your thoughts on the following that offer both DRIP and SPP plans.
CAE- Seem financially solid and long term returns have been good
ALA/EMA- Does it make sense to add one of these since I hold FTS already? If so which would you recommend?
ENB/TRP- Best option for security and rising dividends in a rising rate environment?
T/BCE- Best choice for growth and dividends?
IAG/SLF/MFC- Over the long term, (I think my screener went back to 2000), IAG has dramatically outperformed in share price appreciation, but dividend is lower. Your choice here?
Deduct credits as required.
Kind Regards